Stewardship – our commitment to responsible investing

Watch our short video to find out more about our Stewardship approach and the support we’re providing.

Go to reports

At Prudential Assurance Company (PAC), we take a responsible approach to investment and asset allocation. Stewardship is one of the ways we do this, with potential benefits for your clients and the wider society. PAC is the asset owner for the Prudential With-Profits Fund, one of the UK's largest with-profits funds, which also includes the PruFund range of funds.

The Financial Reporting Council defines Stewardship as “the responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, the environment and society” and as signatories we adhere to this definition.

Our approach aims to maximise long-term value for your clients. We've gathered resources to support your client conversations. 

If you haven’t watched our short video about the support we’re providing you on Stewardship, watch it on the link above. 

Stewardship Reports – Discover how we put your clients’ money to work

To learn about how we manage your clients’ money, why not read our Stewardship reports?  

Discover our responsible investment approach and see how we aim to generate long-term value while helping to contribute to a more sustainable economy, environment and society. As stewards, we actively manage your clients’ investments through appointed asset managers. 

Prudential Assurance Company (PAC) Stewardship Report 2023

In 2021, the Financial Reporting Council (FRC) launched the UK Stewardship Code 2020, and each year since then, we’ve produced the PAC Stewardship Report to demonstrate how we deliver against this Code and to retain our signatory status.
 

Executive Summary of The Prudential Assurance Company (PAC) Stewardship Report 2023

This Summary is an overview of the 2023 PAC Stewardship Report. It covers the key points from the main Report, including references to case studies and some links included in the Report (that provide further information).

Prudential Assurance Company: How we manage your money

Learn more about our overall investment approach and the general performance of the With-Profits Fund, PruFund Cautious, PruFund Growth and the PruFund Risk Managed funds. Providing detailed information on our investment approach which we hope you will find interesting to share with your clients.

2023 PruFund Planet range of funds: How we manage your money

Discover how the funds within PruFund Planet were making progress towards their stated sustainability objectives. This was evaluated through thorough assessments of the funds to determine their effectiveness and progress of their intended Environmental, Social and Governance (ESG) approach and/or outcomes. 

More reports will be coming soon.  Watch this space

Adviser Toolkit

We understand that it can be useful to include visuals, images and graphics in client reports, newsletters and annual reviews.

To support your conversations with clients, we’ve pulled together a range of handy graphics for you to use with your clients.

Also, if you’d like to see our Stewardship web page for end customers, please find it here.

The content on this webpage is regularly updated, so please come back and see what’s new.